Insurance and financial sales organisations have undergone diverse changes for many years. New regulatory requirements, significantly higher market transparency and increased customer expectations are among the most important factors in this context. These changes raise major challenges especially for managers and the persons working in direct customer sales. Here it is of lesser importance whether these persons are employees or self-employed actors.
In this field, zeb/ supports you through specific qualification measures tailored to your current situation and objectives for the future. They target not only managers but also employed and self-employed sales personnel. In all seminars and sessions, great care is taken to ensure that the zeb/trainers and coaches have their own extensive experience and success in the relevant thematic fields.
Our training and coaching services:
Training and coaching of managers
- Group training in the form of seminars and/or individual coaching on the job.
- Training of managers with a view to:
- the special aspects related to the leading of self-employed persons/agents under Article 84 of the German Commercial Code,
- capability of positively changing the behaviour of agency heads/intermediaries,
- close integration of sales management/coaching and sales control,
- combination of functional and sales themes,
- the role as a coach of agency heads/intermediaries.
Sales training
- Group training in the form of seminars and/or coaching on site in the agency/branch office.
- Training of agency heads/intermediaries in sales under the German Commercial Code as well as employed sales reps both in retail and corporate customer business:
- professional positioning with consideration of future market developments and the individual value proposition of your organisation,
- acquisition, sales and deal orientation in advisory meetings on the basis of structured advisory concepts/documentation.
Other qualification services
- Top-seller training for particularly successful intermediaries with a focus on their personal development,
- Implementation of concepts for advice provided by agencies with a focus on management, sales, organisation and business administration consulting through training/seminars,
- Re-investment management,
- Raising corporate customer business/corporate pension plans,
- Call centre training,
- Recommendation management/acquisition of new customers.